Ed Perlmutter
| Date | Stock | Action | Amount | Return | vs SPY | Alpha |
|---|---|---|---|---|---|---|
| 2022-11-10 | AMZN Amazon.com, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-11-10 | AAPL Apple Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-11-10 | CHPT ChargePoint Holdings, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-11-10 | COST Costco Wholesale Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2022-11-01 | CHPT ChargePoint Holdings, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-09-02 | CHPT ChargePoint Holdings, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-07-19 | KR Kroger Company | BUY | $1,001 - $15,000 | — | — | — |
| 2022-05-20 | AAPL Apple Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-05-20 | F Ford Motor Company | SELL | $1,001 - $15,000 | — | — | — |
| 2022-05-13 | AMZN Amazon.com, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-05-13 | AAPL Apple Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-05-13 | F Ford Motor Company | SELL | $1,001 - $15,000 | — | — | — |
| 2022-05-13 | MSFT Microsoft Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2022-05-13 | VZ Verizon Communications Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-04-22 | COST Costco Wholesale Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2021-12-21 | BRK.B Berkshire Hathaway Inc. New | SELL | $1,001 - $15,000 | — | — | — |
| 2021-12-21 | COIN Coinbase Global Inc - Class A | SELL | $1,001 - $15,000 | — | — | — |
| 2021-11-26 | COST Costco Wholesale Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2021-11-26 | F Ford Motor Company | BUY | $1,001 - $15,000 | — | — | — |
| 2021-11-02 | F Ford Motor Company | BUY | $1,001 - $15,000 | — | — | — |
| 2021-09-23 | COIN Coinbase Global Inc - Class A | BUY | $1,001 - $15,000 | — | — | — |
| 2021-09-15 | BRK.B Berkshire Hathaway Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2021-07-07 | BABA Alibaba Group Holding ltd ADR shares each rep 8 ordinary shares | SELL | $1,001 - $15,000 | — | — | — |
| 2021-07-07 | GOOG Alphabet Inc - Class C Capital Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2021-07-07 | UAL United Airlines Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2021-06-16 | BRK.B Berkshire Hathaway Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2021-06-14 | BABA Alibaba Group Holding ltd ADR shares each rep 8 ordinary shares | SELL | $1,001 - $15,000 | — | — | — |
| 2021-05-11 | BABA Alibaba Group Holding Limited ADR Shares each rep. 8 ordinary shares | BUY | $1,001 - $15,000 | — | — | — |
| 2021-05-11 | GOOG Alphabet Inc - Class C Capital Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2020-11-18 | AMZN Amazon.com, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2020-11-18 | NEM Newmont Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2020-11-12 | MSFT Microsoft Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2020-11-12 | NEM Newmont Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2020-11-09 | BABA Alibaba group Holding limited American Depositary Shares each representing eight Ordinary share | BUY | $1,001 - $15,000 | — | — | — |
| 2020-10-07 | COST Costco Wholes Sale Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2020-09-23 | MSFT Microsoft Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2020-09-18 | SQ Square, Inc. Class A | BUY | $1,001 - $15,000 | — | — | — |
| 2020-09-14 | MSFT Microsoft Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2020-09-03 | NVDA NVIDIA Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2020-09-01 | BRK.B Berkshire Hathaway Inc. New | BUY | $1,001 - $15,000 | — | — | — |
| 2020-09-01 | GILD Gilead Sciences, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2020-09-01 | PFE Pfizer, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2020-09-01 | VZ Verizon Communications Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2020-07-24 | AAPL Apple Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2020-07-15 | GILD Gilead Sciences, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2020-06-29 | NEM Newmont Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2020-06-10 | MSFT Microsoft Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2020-06-10 | PFE Pfizer, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2020-06-10 | SWK Stanley Black & Decker, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2020-06-10 | USB U.S. Bancorp | SELL | $1,001 - $15,000 | — | — | — |
| 2020-06-10 | VZ Verizon Communications Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2020-04-22 | GOOGL Alphabet Inc. - Class A | SELL | $1,001 - $15,000 | — | — | — |
| 2020-04-22 | AAPL Apple Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2020-04-22 | COST Costco Wholesale Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2020-04-22 | FB Facebook, Inc. - Class A | SELL | $1,001 - $15,000 | — | — | — |
| 2020-04-22 | KMI Kinder Morgan, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2020-04-21 | AMZN Amazon.com, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2020-04-09 | SWK Stanley Black & Decker, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2020-04-09 | USB U.S. Bancorp | SELL | $1,001 - $15,000 | — | — | — |
| 2020-03-18 | COST Costco Wholesale Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2020-02-03 | AAPL Apple Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2020-02-03 | FB Facebook, Inc. - Class A | SELL | $1,001 - $15,000 | — | — | — |
← swipe the chart to see the whole period
COIN moved +4.3% while the S&P did +4.9%. Disclosed as $1,001 - $15,000 bought, $1,001 - $15,000 sold — which is why this is a price move and not a profit.
What this is not: a profit.
The STOCK Act discloses an amount band, never a share count. A member who
bought in the $50,001–$100,000 band and sold in the $15,001–$50,000 band
might have trimmed the position or might have watched it fall — nothing in the
filing tells the two apart. So every figure here is the movement in the share
price between two disclosed dates, next to what the S&P 500 did over exactly
those days.
Only completed positions appear — one purchase, one sale, in
that order. A stock bought twice, or sold before any purchase we hold, has no
single cost basis we can honestly describe and is left out. Prices are
adjusted closes, which account for splits and dividends; that is what makes
the comparison with the index like for like, and it is why a price shown here
can differ from what the stock traded at on the day.